M and A
7 October 2022

Deals Of The Day: The Latest In Wealth Management M&A – Lombard Odier

The latest mergers and acquisitions and other corporate actions in the wealth management sector. ...

Company Profiles
7 October 2022

Canaccord Genuity WM's Approach For Channel Islands, International Success

We continue our conversations with businesses in the Channel Islands, and turned to Canaccord...

Tax
7 October 2022

Inheritance, Capital Gains Taxes Under Spotlight – A View From St James's Place

Amidst high inflation rates and rising inheritance tax receipts, Niki Patel from St James's Place...

Alt Investments
7 October 2022

Wealth Managers Increasingly Tilt Towards Alternatives – Mercer

Perhaps unsurprisingly, given the volume of commentary, the survey found that a big shift is...

People Moves
6 October 2022

GQG Partners Expands UK Team

GQG Partners expands UK Team and appoints new distribution director. ...